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of trade, as well. yes, an ipad in china gets made and it's value point $50. but it's only about $20 of that that goes to china and the rest goes back to the u.s. we'll get into the dynamics of trade, as well, and how we measure it. we'll also be joined by the ilo director general, as well, guy rider. we'll hear from the head of the world intellectual property organization. so it's a big trade day here from geneva on "worldwide exchange." lots of great things to get into. and by the way, 157 members of the wto, shortly to be 158. kazakhstan today should get the approval, all 157 ambassadors are here. they will get approval later this afternoon. so an ever expanding membership base. >> kazakhstan being just the latest. plenty more from ross straight ahead on the program. in the meantime, we want to check in our how markets are doing. so much attention on italy. in particular, you can see the message broadly speaking this morning is in negative, we're seeing about a four to one outpacing decliners versus vapsers here. the stoxx 600 is down abo about .37%. let's take a look across the t
states, 7% china, 5% india, negative one in europe. in that environment you want to own a portfolio of multinational companies with dividends, global exposure, it will provide as good of a return as anything else when you have bonds and cash paying so low. as long as you understand you're in the seven, 8% environment, portfolio stocks should be part of that. david: let's talk to a guy that says full speed ahead torpedoes. he thinks it will be better than this year was. saying people are confusing pickups for heart attacks in today's market to all these problems are going to seem like nothing when we come to the big gains of next year. you really think that will bear out, and how do you invest with that kinddof optimistic strategy? >> first of all what we have seen with investor sentiment is contradictory to what we've seen with consumer sentiment and business sentiment. when you see negative investor sentiment is not just in the retail side but also the institutional side creating a great potential opportunity for performance. secondly if you take a look at kicking the can down the
in india and china that all investors need to be aware of is the fact that corporate debt is now really building up to almost unhealthy levels. and i would keep an eye on where corporate debt levels are in companies investing in. >> when i was a corporate analyst in india tracking markets, technology was considered the engine of growth for the country and one of the bright spots for the market. is technology still one of the areas you are tell clients to invest in in india, or what are the sectors you're looking at? >> i think there's two sectors whether you look at india, china, or asia. there's two sectors we like. it's technology, as you said. i think that's one that -- it's a bright gem. you know, it went from, in india, from a bpo outsourcing business and has grown to an innovation business where brands are being developed and real technological gains are being had. the other sector we like is health care. the demand for health care in these markets is just continuing to grow steadily. obviously people are having longer lives, having more disposable income for health care and treat
.s. has slapped duties on wind turbine towers on china on price its says were unfairly cheap. this comes as washington welcomes a high-level chinese delegation led by the vice premier. his team is in the u.s. to talk trade and economy. he's expected to meet with u.s. treasury secretary tim geithner tomorrow. wang is the first official from the new leadership team to visit with the u.s. for more on the impact and implications of this, let's speak with frank ching, adjunct associate professor at the chinese university of hong kong. frank, hi. the first news that we're getting out of this appears to be more import duties s. this going to be the theme of u.s./china relations, or do you expect these meetings to be more of a thaw? >> well, i think that these are the first meetings since the new leadership in china was installed. and since president obama saw -- well, won second term. i think both sides want to make use of this occasion to improve their relationship. so this joint annual meeting is a platform, and i think that they will probably be able to achieve some progress on issues of con
a big rally in china extending one of its biggest rallies in three years. we have a mixed bag in europe with italy up by about .2 of 1%. >> we'll do our best to keep focused on the business day. we'll be following the tragic shooting in connecticut, of course. the new york stock exchange will hold a moment of silence to honor the victims in the next few moments, and we'll be looking at the president's call for meaningful action and the politics of gun control. >> let's get to a road map for this morning. it starts with apple. under pressure once again. even dipping below $500 a share at some point this morning. shares will remain range bound near term. iphone 5 sales and cannibalization among the region. >> other concessions from the gop, the speaker proposing tax hikes for millionaires. could this be the tipping point. moving the talks beyond deadlock. >> a big week for earnings. yes, earnings. fedex, research in motion among the companies reporting. so finally maybe we'll be talking about fundamentals in the stock market more than just the cliff. we've got to talk about apple reversin
a million reasons, well, it's a nokia phone, well, it's china. ipad miniis available. this is a stock that's so widely owned. it reminds me of sirius satellite. every doctor, every dentist owns apple. they don't know the price per share, they just know it is the proxy for the market. >> they just accelerated dividends. but i think we're talking now 150 companies in some fashion have accelerated or put forward a special dividend. you put forward a special market share, china is 76, with the market share at least. >> is it a disappointment that apple did not pay a special dividend? is that part of this? >> there was some of that. >> there was some expectation? not that they ever gave any voice to it. they never said a word about it. >> true. >> look, it is widely owned if the stock were -- it's obviously, here's the stock that went from 70 to 50, maybe it goes to 48, 45. everybody who doesn't know what apple is, other than the fact that they use an imac or iphone are selling it. and, look, if you're a hedge fund manager you went from thinking i have to own it, or i have to short it. . >> in
vacuum cleaner. sucking into the united states the net exports of europe, japan, and lately china. thus providing exporters -- germany, japan, or china -- with the requisite demand necessary. to keep the factories going. so, the ever expanding trade deficit was not an accident. it was a very clever way of replacing one that surplus recycling system with another. the first one, it was one where america had a surplus and america decided instead of doing what germany is doing at the moment -- which is cutting its nose to spite its face, and thereby entering into recession by cutting, cutting, cutting -- volcker and kissinger initially, and then volcker as the head of the fed had a different idea. we are going to expand our dominance and our wealth by expanding our deficit and using our deficits to provide the rest of the world with the demand which is necessary to grow their economies, even at the expense of ours. and who is going to pay for the deficit? if i have an ever-expanding deficit, the bank tells me it is game over. but if you are the united states of america and you have the rese
of this you focus on what happens internationally and china continues to recover. europe looks like it's stabilizing and we didn't change our strategy based on the news, just a little bit more of what you're doing. >> randy, anything change for you? >> no, not really. what we're watching is the parallels that occur now, where we stood with the fiscal cliff and where we stood in 1999 with the y2k situation. we borrowed a lot of growth in 1999 from 2000, and that led us to a recession. we're looking at the same thing now. we're seeing people have accelerated dividends, pre-payments, seeing a lot of companies that single proprietors are paying themselves this year in anticipation of higher rates. >> it's interesting that you point that out. it could be argued at the same time that we're delaying growth until next year because of the number of companies that have delayed hiring or capital expenditures because of the uncertainty about the fiscal cliff. >> yeah. well, uncertainty, unfortunately, is perhaps going to continue with this because the regulations are not going to go away there. ma
in europe a year ago versus today, particularly exporters with china maybe turning a little bit. i just think an awful lot of money has left that area. if any of it starts moving back, and maybe that's what we're seeing, it's a nice place to be. the trick is you have to be there before the turn. >> hey, bill. >> yeah, rick? >> with citigroup cutting 11,000 jobs, austerity makes their stock run up. i'd like to know what our guests think if many of the others are going to be cutting. investors found something golden in those cuts. >> it's true because the stock goes down real quick. you like the financials? >> we're kind of agnostic. sorry, maria. >> sounds like you don't like them. >> we're underweight. >> mark, quickly. >> we are underweight financials. we've moved to more of a neutral weight. citi is one of the names we're overweight. it's a shame for the folks who have lost their job, but it's a nice move today. >> 7.5%. bank of america, 6%. thanks, guys. >> thank you very much. see you later. as a matter of fact, the financials are leading us higher. we're near the highs of the sessi
economies so when you stagnated the arab world was flourishing. china was flourishing. we have one world now. >> gavin: when we come back we'll talk about privacy on the web and what that means in the future. [ piano plays ] troy polamalu's going deeper. ♪ ♪ and so is head & shoulders deep clean. [ male announcer ] with 7 benefits it goes deep to remove grease, gunk and flakes. deep. like me. [ male announcer ] head & shoulders deep clean for men. ♪ ♪ >> i want to focus on the folks that are making a difference. (vo) here's how you can connect with the gavin newsom show. >>i'm an outsider in the inside. ideas are the best politics. [ ♪ theme music ♪ ] >> gavin: we're back with media visionary tim o'reilly, founder of o'reilly media. i asked him how we'll deal with privacy in 2013. >> you know, there are a couple of notions of privacy and one gets confused with secrecy. i.e. i really want to have something that nobody else knows. the other is--and it's not knowable. it's protected. the other notion is that there are social norms about what you dig into. you know t
the catalyst here, signs that china's recovery is gaining traction. sources say that the bank of japan will ease monetary policy this week and consider adopting a 2% inflation target no later than january. policymakers are seen responding to pressure from the incoming prime minister there. shinzo abe for stronger efforts to beat deflation. in the meantime, india's central bank kept interest rates on hold yesterday ignoring pressure to reduce borrowing costs. policymakers said they were shifting the focus to reducing the economy and that raises the odds of a rate cut as early as january. andrew olson, over to you. >> ubs reportedly nearing a fine of up to $1.5 billion. the bank is close to finalizing a deal with regulators according to the financial times. about three dozen bankers and senior managers are said to face criminal or civil charges. >>> and it's official this morning, tend of an era for aig. details emerged during squawk yesterday. today, the u.s. insurer rates $6.5 billion from the sale of its remaining stake in aia group. and boeing is raising its dividend by 10%. it will
Search Results 0 to 10 of about 11